Flash forward to today and the all time highs we’re seeing on a daily basis.  Here’s the updated charts (log scale):

(click to zoom)

S&P ~ 15 years

The chart above shows that from 1973 to late 1980, the S&P climbed about 17% from peak to peak, and before that declined trough to trough about 14% between 1970 and 1975.

…

The chart below shows that from 2007 to date, the S&P has only climbed 4.5% from peak to peak.  The reason I say “only” is because it feels like this market wants to keep running.  I haven’t sensed any euphoria from the unwashed masses.  Mom and pop don’t care about this market…yet.

S&P ~ 15 years

Who knows, maybe it will take a 15% rise from the 2007 highs to make believers out of everyone and their crazy uncle.  If that happens we’re looking at S&P 1800, probably in the next year or so.

Of course all this may just be a figment of my imagination, but if the S&P were to hit 1800 by next year I’m going to straight cash!  j/k  But on a side note, after the market peak of 1980, the S&P declined about 25% through mid 1982…  Whoops!

The post The Mother of All Analogs (Update) appeared first on Wall Street Bean.

In the table below, each stock’s WSB score is noted, along with the number of consecutive months on the list and % return during that time (adjusted for dividends and splits). Stocks checked off in the Buy Signal column look attractive to us this month.

As always, do your own due diligence cuz we ain’t pros! The BeanScreen is just an idea creator.

(returns as of 5/11/13)

In: AHGP, FHCO, MSFT, MR            Out: NTES, CHL, TGH, VIVO

2013 Buy List

Consecutive Months Tracker

Farm System (31-100) – the best of the rest.

Stocks in WSB30 and ST50 (updated weekly) – MELI, PCLN

With links & stuff – courtesy of @koolaidluke

The BeanScreen is based primarily on fundamentals. Each month hundreds of companies are screened and scored on a “fundy health” index ranging from 0-100. Over time, an average score and rank is compiled for a select group of stocks. The higher the score, the stronger a company’s overall fundamentals. Here is the breakdown:

70-100 = very strong

60-69 = strong

40-59 = average

0-39 = weak

Below are the six categories (with weighting) that contribute to a stock’s WSB score:

• 25% Growth Rates
• 20% Profit Margins
• 15% Financial Condition
• 15% Investment Returns
• 15% Momentum
• 10% Price Ratios

Within each category are an assortment of parameters that are uploaded into the BeanScreen via Randy Hamerlink’s stock market functions add-in program for Excel. The data is bench-marked and scored using our custom formula.

In creating the Buy Signal, we zero in on what we believe are the most critical aspects of a stock’s overall health: Growth Rates, Price Ratios, Profit Margins and Momentum. Deriving a sub-score from these four categories, we arrive at a threshold level that may reveal a buying opportunity.

Here’s a quick video demo:

(Zoom in for better view)

See what we’ve been up to lately at RebelMouse.

disclosure:  as of 5/11/13, we’re long the above mentioned – QCOR, CF, CYOU, PCLN, SYNT, MELI, ATW, NVO, LULU, CEO, QCOM, RES, ISRG, AMSG, FCFS, INTC, CRUS, CHL

The post BeanScreen for May 1, 2013 appeared first on Wall Street Bean.

$RES dropped a clunker as Q4 missed badly on top and bottom. A quick synopsis – Finjitsu

$QCOR big report coming up on Tues. Short float hovering around 60%. Yes, 60%!!!

$CF recent fertilizer blast in TX could delay expansions and tighten supply – Bloomberg

$RGR reports Q1 after the bell on Monday.

$QCOM Q2 looked pretty darn good to me as MSM chip shipments +14% YoY – Qualcomm

$JCOM will collect $27 million in settlement dough from $OTEX – Y! Finance

$SYNT will expand its footprint in India with a new 250K sq ft workspace – Y! Finance

$ATW the offshore driller reports Q2 this Wed after the bell. Here’s our Estimize.

$PCLN cashed in some shares on Friday at $700 from last August’s purchase. Reports Q1 on 5/9.

$CYOU the Chinese gamer reports Q1 on Monday before the bell. We’re expecting a beat.

$WDC “we continue to capitalize on the secular growth of digital data” – WD CEO on Q3

$MA reports on Wed 5/1.

$LULU survey says! The yoga extraordinaire came in 4th among teens’ fave apparel brand – IBD

$ABAX Q4 missed on top, beat on bottom as revs +17% and net income +42% YoY – Y! Finance

$VIVO Q2 revs came in flat YoY, while net income was +6% YoY – Meridian Bioscience

$CEO with help of Nexen deal, Q1 BOE net production was +17.3% YoY – Y! Finance

$AMSG slight miss on top/bottom as Q1 revs +14%, EPS +4% YoY – AmSurg

$CPA caught an upgrade from $JPM while flirting with all time highs.

$CRUS our pre-earnings roll of the dice buy ain’t lookin so hot. Q1 outlook was the culprit – Zacks

$INTC subsid Wind River introduces new security software for Android devices – BoardVote

$CHL mobile apps are killing the traditional phone call…and text – TechInAsia

$ISRG will open a robo bootcamp in ATL (in response to critics of training methods?) – ABC

$AAPL said international sales accounted for 66% of Q2 revenue. h/t @JackDamn

$TGH the container leasing company secures $170 mil credit facility for its subsid – BoardVote

p.s.  Stay tuned for the May release of the BeanScreen this coming Tuesday night!

disclosure:  we currently own shares in RES, QCOR, CF, FCFS, QCOM, SYNT, ATW, PCLN, CYOU, NVO, LULU, CEO, AMSG, CRUS, INTC, CHL, ISRG

The post BeanScreen LinkHouse – Week in Review (April 22-27, 2013) appeared first on Wall Street Bean.

In the table below, each stock’s WSB score is noted, along with the number of consecutive months on the list and % return during that time (adjusted for dividends and splits). Stocks checked off in the Buy Signal column look attractive to us this month.

As always, do your own due diligence cuz we ain’t pros! The BeanScreen is just an idea creator.

(returns as of 4/19/13)

In: MELI, AMSG, TGH             Out: ABV, EZPW, TNH

2013 Buy List

Consecutive Months Tracker

Farm System (31-100) – the best of the rest.

Stocks in WSB30 and ST50 (updated weekly) – MELI

With links & stuff – courtesy of @koolaidluke

The BeanScreen is based primarily on fundamentals. Each month hundreds of companies are screened and scored on a “fundy health” index ranging from 0-100. Over time, an average score and rank is compiled for a select group of stocks. The higher the score, the stronger a company’s overall fundamentals. Here is the breakdown:

70-100 = very strong

60-69 = strong

40-59 = average

0-39 = weak

Below are the six categories (with weighting) that contribute to a stock’s WSB score:

• 25% Growth Rates
• 20% Profit Margins
• 15% Financial Condition
• 15% Investment Returns
• 15% Momentum
• 10% Price Ratios

Within each category are an assortment of parameters that are uploaded into the BeanScreen via Randy Hamerlink’s stock market functions add-in program for Excel. The data is bench-marked and scored using our custom formula.

In creating the Buy Signal, we zero in on what we believe are the most critical aspects of a stock’s overall health: Growth Rates, Price Ratios, Profit Margins and Momentum. Deriving a sub-score from these four categories, we arrive at a threshold level that may reveal a buying opportunity.

Here’s a quick video demo:

(Zoom in for better view)

See what we’ve been up to lately at RebelMouse.

disclosure:  as of 4/11/13, we’re long the above mentioned – RES, QCOR, CF, FCFS, QCOM, SYNT, ATW, PCLN, CYOU, NVO, LULU, CEO, AMSG, CRUS, INTC, CHL, ISRG, EZPW

The post BeanScreen for April 1, 2013 appeared first on Wall Street Bean.

In 2006, an amazing thing occurred on St. Patrick’s Day night in Crichton, AL, a small community nestled on the outskirts of Mobile, my home town. There, in a quiet neighborhood, a mysterious presence was sighted within the boughs of an ancient oak tree.

Flitting from limb to limb and shadow to shadow with an almost supernatural grace, even the most trained eye had trouble describing the features of the small nimble creature. The rough sketch above is the best depiction we have to date.

Some eyewitness accounts of the event:

“To me it looked liked a Leprechaun to me.”

“If you shine a light in its direction, it suddenly disappears.”

“Could be a crackhead…that got hold to the wrong stuff!”

“My theory is it’s casting a shadow…from the other limb.”

“I’m gonna rent a backhoe and uproot that tree…I want the gold!”

Soon after the first sighting, a local news channel caught wind of the story and just like that the Legend of the Crichton Leprechaun became an international sensation:

 

source:  YouTube

The post The Crichton Leprechaun appeared first on Wall Street Bean.

$RES easy glance at last 4 Q’s income data. Pattern is down but annual data looks decent.

$PCLN subsid Booking.com partners with $CHH on hotel goodness – Y! Finance

$QCOM teaming up with $TKC on the indigenous Gebze smartphone – Bloomberg

$CYOU crazy week as the Chinese ‘netter moved in sympathy with Sohu rumors.

$CF a nice bounce-back week after its recent post earnings slide.

$RGR South Dakota first state to okay gunslingin’ teachers in the classroom – Heavy

$QCOR hard not to like this snapshot of last 4 Q’s income data. Up, up and away!

$ISRG …aaand here we go again (trust me, robots ain’t leaving) – Bloomberg

$LULU a nifty chart showing inventories rising fast vs DIO. This isn’t good is it?

$CHL the Motherland is inching closer to unleashing the mighty 4G – Zacks

$SYNT flirting with 52wk highs.

$JCOM will probably start a position soon here. A steady eddy over the last 4 Q’s.

$INTC puts the brakes on motherboard orders for March – FlyOnTheWall

$MYGN good news as their breast cancer gene testers are covered under healthcare reform.

$AAPL we bailed on remaining piece of our holding at break-even. Mid $300′s may get us back in.

$TNH the last couple years has been very kind to the company’s bottom line.

$CPA saw system-wide traffic +17% and international passenger +19% in Feb – Copa Holdings

March BeanScreen

Funny, clever and very sexy, the Blogologues perform the internet! If you haven’t checked them out yet, check them out:

The post BeanScreen LinkHouse – Week in Review (March 4-9, 2013) appeared first on Wall Street Bean.

In the table below, each stock’s WSB score is noted, along with the number of consecutive months on the list and % return during that time (adjusted for dividends and splits). Stocks checked off in the Buy Signal column look attractive to us this month.

As always, do your own due diligence cuz we ain’t pros! The BeanScreen is just an idea creator.

(returns as of 3/23/13)

In:  NTES, CRUS, ABAX, VIVO             Out:  AMSG, BIDU, BRLI, HITK

2013 Buy List

Consecutive Months Tracker

Farm System (31-100) – the best of the rest.

Stocks in WSB30 and ST50 (updated weekly) – ABAX

With links & stuff – courtesy of @koolaidluke

The BeanScreen is based primarily on fundamentals. Each month hundreds of companies are screened and scored on a “fundy health” index ranging from 0-100. Over time, an average score and rank is compiled for a select group of stocks. The higher the score, the stronger a company’s overall fundamentals. Here is the breakdown:

70-100 = very strong

60-69 = strong

40-59 = average

0-39 = weak

Below are the six categories (with weighting) that contribute to a stock’s WSB score:

• 25% Growth Rates
• 20% Profit Margins
• 15% Financial Condition
• 15% Investment Returns
• 15% Momentum
• 10% Price Ratios

Within each category are an assortment of parameters that are uploaded into the BeanScreen via Randy Hamerlink’s stock market functions add-in program for Excel. The data is bench-marked and scored using our custom formula.

In creating the Buy Signal, we zero in on what we believe are the most critical aspects of a stock’s overall health: Growth Rates, Price Ratios, Profit Margins and Momentum. Deriving a sub-score from these four categories, we arrive at a threshold level that may reveal a buying opportunity.

Here’s a quick video demo:

(Zoom in for better view)

See what we’ve been up to lately at RebelMouse.

disclosure:  as of 3/14/13, we’re long the above mentioned – RES, PCLN, QCOM, CYOU, CF, QCOR, ISRG, LULU, CHL, SYNT, FCFS, NVO, ATW, CEO, INTC, EZPW, AMSG

The post BeanScreen for March 1, 2013 appeared first on Wall Street Bean.

Performed by Jen Jamula

Ok, now that probably wasn’t very fair. Being on the wrong side of the market happens to the best of us. I was really just looking for a segue to introduce you guys to a funny (and obviously a little crazy) group of people that Jason’s cousin, Jackie Robinson, is a part of.

The group is called Blogologues. Based in NYC, they “perform the internet”, acting out verbatim random blogs, tweets or any other juicy social media tidbits they may come across. Pure genius. Mashable did a great piece on the gang yesterday. Check it out here.

sources:  Comedy Group ‘Blogologues’ Brings the Internet to Life On Stage – Mashable

LivelyProductions.org

follow them on twitter @Blog_ologues

The post Winter Cookies appeared first on Wall Street Bean.

Mardi Gras 2013 (Mobile, AL)

 photo by Vikki Finch

$CF nice simple chart for bulls and bears to ponder heading into ER next Tues – @Dany2k

$PCLN valuations may appear a bit rich, but not out of control vs a couple years ago – YCharts

$CYOU cool look at their ever growing revenue and diluted EPS since 2008 – Wall St. Cheat Sheet

$SYNT impressive Q4 and full year that saw revenue +13% and EPS +51% vs 2011 – Syntel

$RES stealthily cranked out 52wk highs before pulling back on Friday. Keep an eye on this one…

$QCOR just another fun week in QuestcorLand. Earnings in 10 days.

$NVO an unexpected decision from FDA concerning Tresiba. (We started pos at $166) – NY Times

$LULU we believe yoga isn’t a fad, but a growing lifestyle trend. Can they stay on top? – Ycharts

$QCOM ka-ching –> “For every dollar of sales, $0.31 is added to its cash balance…” - @sktweets

$WDC steps into media player market, is expected to grow 13-15% in a couple years – Zacks

$JCOM blew Q4 and full year out the water along with bullish guidance – J2 Global

$CEO a good week as U.S. gives Chinese oil giant nod of approval in its tie-up with $NXY – Zacks

$EZPW easy glance at last 4 Q’s income data. Up and down… – Y! Finance

$MYGN wins approval down-under for its gene patenting case. SCOTUS is next – Bloomberg

$TNH reports Monday along with big brother $CF

$AMSG quietly tapping all time highs as Q4 approaches on Feb 25.

$MA district judge tosses out ATM lawsuit regarding price-fixing – Bloomberg

$AAPL we slashed our holdings as they slashed their MacBook prices – Y! Finance

$INTC good post summarizing the chip giants web TV ambitions – All Things D

The post BeanScreen LinkHouse – Week in Review (Feb 11-16, 2013) appeared first on Wall Street Bean.

   Photo taken by Mike Kittrell with AL.com

$CF a big Q4 in 10 days. We’re thinking healthy beats on top and bottom. Here’s our Estimize

$PCLN had a strong week after rival $EXPE topped revenue expectations in Q4.

$FCFS poked thru all time highs this week.

$CYOU we started a position at $29 after the Chinese gamer reported a record Q4 – ChangYou

$SYNT we’re long and strong heading into Q4 next Thur. Here’s our Estimize.

$ATW finished a few bucks from all time highs after turning in a decent Q4 the week before.

$RES momentum builds as the oil & gas servicer took out 52 week highs.

$RGR still smarting from our wuss out at $40 not long ago. Big expectations for Q4 – Bloomberg

$ISRG nice look at last 4 Q’s income data. Steady bullish trend… – Y! Finance

$QCOR studies of Acthar treatment for Lupus have begun (h/t @MikeTwits) – ClinicalTrials.gov

$CPA took a hit after Q4 EPS came in very light, but revenue and traffic gains were strong – Copa

$NVO published link to a nasty FDA letter it received about QC problems at a plant in Denmark.

$LULU interesting look at twitter sentiment vs price action from @DownsideHedge

$QCOM enlightening flashback on why they chose Taiwan over U.S. for new plant a few years ago.

$TEO the Argentinian telecom released prelim full year 2012 showing ~20% revenue gains.

$WDC been on an amazing tear last few months. Here’s the last 4 Q’s income data – Y! Finance

$JCOM scooped up IGN Entertainment from News Corp. (reports Q4 on Wed) – BusinessWire

$CEO sets fat budget as the Chinese oiler looks to increase deepwater exploration in ’13 – Zacks

$MYGN grew revs +21% and EPS +27% YoY in Q2, also raised guidance slightly for 2013 – Myriad

$TNH announced a fat distribution of $3.63/unit. Reports Q4 after the bell on Feb 19.

$BIDU “better late than never” as e-commerce site Baidu Shopping is launched – TechInAsia

$MA is doubling its divy and buying back gobs of stock – AP

$AAPL nice recap of the latest goings-ons, from e-book battles to cash conundrums – WallStCS

$INTC throws its hat into the SDN ring by investing in Big Switch Networks – All Things D

disclosure:  we’re long the above mentioned stocks – CF, PCLN, FCFS, CYOU, SYNT, ATW, RES, ISRG, QCOR, LULU, QCOM, CEO, AAPL, INTC

The post BeanScreen LinkHouse – Week in Review (Feb 4-9, 2013) appeared first on Wall Street Bean.